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Adding and Viewing Project Information

With projects in BarTrack, you collect all project orders and stock withdrawals in one place. You can clearly see which materials have been added, ordered, taken from stock, and received. This gives you full control over your project and ensures you can start work with the right materials.

Module & target group

Module: Projects
For whom: Orderers with a BarTrack Professional account

What are projects in BarTrack?

In BarTrack, you use projects to clearly bundle all materials for a job. You can:

  • add materials that need to be ordered from wholesalers

  • move stock materials to a project

  • automatically create pick lists for stock withdrawals

  • register deliveries of project materials

  • view the status of all project materials at a glance

Everything related to ordering and stock withdrawal is visible on the project detail page.

Creating a project

You create a new project via bartrack.com.

  1. Log in to bartrack.com

  2. Go to My Projects in the menu

  3. You will see an overview of all your projects

  4. Click the + button in the bottom-right corner

  5. Enter the project information and click Create

The project is now ready for adding materials.

Adding orders to a project

There are two ways to add materials to a project.

Option 1: Add via the project detail page

  1. Open a project via My Projects

  2. Click the + button in the bottom-right corner of the project detail card

  3. A new screen opens where you can search for items

  4. Optionally use filters to show only wholesalers you are allowed to order from

  5. Select one or more items

  6. Click Add selection

  7. Enter the desired quantity per item

The items are now added to the materials overview on the project detail page.

Option 2: Add via the search bar

  1. Use the search bar at the top of bartrack.com

  2. Search for the desired item

  3. Click the project icon next to the item in the overview

  4. Select the project you want to add the material to

  5. Enter the quantity

  6. Click the project icon with the plus sign

The item is now added to the project with the correct quantity.

Adding stock items to a project

Materials that are already in stock can be used directly for a project.

  • As soon as you add a stock item to a project, BarTrack automatically creates a pick list

  • This pick list is named after the project

  • All stock materials you add are automatically placed on this pick list

Picking and processing stock items

  1. Go to the project’s pick list

  2. Open the pick list

  3. Select the items you have taken from inventory

  4. Click Process selection

  5. Enter the actual quantity picked

  6. Confirm the withdrawal

After processing, inventory levels are updated and the items will show the status From stock on the project detail page.

Ordering project materials

Materials added to a project are not automatically ordered.

  1. Go to the project detail page

  2. Select the items you want to order

  3. Click the Order button

  4. The shopping cart opens with only the selected items

  5. Click Process in the bottom-right corner

  6. A pop-up appears where you can add optional order information

  7. Confirm the order

After ordering, the status of these items changes to Ordered on the project detail page.

Tip

On the project detail page, you always have an up-to-date overview of:

  • items that have been added

  • items taken from stock

  • items that have been ordered

  • the status per item

This gives you full control over your project materials, from preparation to execution.